Welcome to our dedicated page for Welltower SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Welltower Inc. (NYSE: WELL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded S&P 500 real estate company focused on residential wellness and healthcare infrastructure, Welltower uses its filings to report on capital markets activity, portfolio transactions, governance decisions, and financial performance.
Welltower’s Form 8-K filings frequently describe material events such as at-the-market equity distribution agreements, registration of common shares issued as consideration in property acquisitions, and prospectus supplements related to shares that may be issued upon redemption of units in its operating partnership, Welltower OP LLC. These filings also cover announcements of quarterly earnings releases and supplemental information packages, which include details on net income, funds from operations (FFO), normalized FFO, net operating income (NOI), and same store NOI (SSNOI).
Other SEC documents, including automatic shelf registration statements on Form S-3 and related prospectus supplements, outline how Welltower may issue equity and debt securities, including common stock, guarantees of notes, and other instruments. Filings also describe long-term executive compensation and alignment programs, such as the Ten Year Executive Continuity and Alignment Program, which is structured around performance-based units in the operating partnership and long-term total shareholder return and market capitalization goals.
On Stock Titan, users can review these SEC filings alongside AI-powered summaries that explain key terms and implications. Real-time updates from EDGAR ensure that new 8-Ks, registration statements, and other reports are available as they are filed. Investors can also focus on disclosures related to capital structure, note guarantees, equity issuance programs, and governance arrangements that shape Welltower’s long-term strategy in seniors and wellness housing.
Welltower Inc. director reports small stock accrual
A director of Welltower Inc. (WELL) reported acquiring 62 shares of common stock on 11/20/2025 at a price of $197.58 per share. After this transaction, the director beneficially owns 16,617.57 shares of Welltower common stock in direct ownership.
The filing explains that these 62 shares represent dividend equivalent rights that accrued on outstanding deferred stock units held by the reporting person, and these rights may only be settled in common stock. The report is filed as a Form 4 by a single reporting person in the capacity of a director.
Cohen & Steers filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of Welltower, Inc. (WELL) common stock. As of 09/30/2025, the group reported 34,062,384 shares beneficially owned, representing 5.09% of the class. They report sole voting power over 27,008,920 shares and sole dispositive power over 34,062,384 shares.
Subsidiary details include Cohen & Steers Capital Management, Inc. with 33,673,350 shares (5.03%), Cohen & Steers UK Limited with 359,824 shares (0.05%), and Cohen & Steers Ireland Limited with 29,210 shares. Cohen & Steers Asia Limited reported 0 shares. The securities are held for the benefit of the firms’ account holders.
The filer certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Welltower.
Welltower (WELL) filed a Form 4 reporting insider activity by its Chief Legal Officer. On 05/30/2025, the officer acquired 81 shares of common stock under the Employee Stock Purchase Plan at $113.93 per share, bringing directly held shares to 27,351. The ESPP purchase price reflects 85% of the closing stock price on December 2, 2024.
The filing also reports equity awards granted without cash consideration: 271,367 LTIP Units in Welltower OP LLC and 271,367 Other Stock Units under the 2022 Plan. LTIP Units are intended to qualify as profits interests and may convert into OP Units subject to tax allocation conditions. The resulting OP Units may be redeemed for common shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. The Other Stock Units serve solely to reserve shares for any such future redemptions and are canceled to the extent OP Units are redeemed.
Welltower (WELL) Form 4: Vice Chairman and COO John F. Burkart acquired 141 common shares on 05/30/2025 via the Employee Stock Purchase Plan at $113.93, reflecting 85% of the 12/02/2024 closing price. Following this, he directly owned 1,605 common shares. In addition, he was awarded 285,649 LTIP Units in Welltower OP LLC (granted without cash consideration), which are intended to convert to OP Units and may be redeemable for Welltower common shares in equal quarterly installments from January 1, 2030 through December 31, 2035. To reserve shares solely for such redemptions, he also received 285,649 Other Stock Units under the 2022 Plan.
Welltower (WELL) reported insider activity by Co‑President and CFO Timothy McHugh. On 05/30/2025, he acquired 61 common shares via the Employee Stock Purchase Plan at $113.93. Following the transaction, he beneficially owned 23,845 shares directly and 26 indirectly by children.
On 10/30/2025, he was granted, without cash consideration, 492,745 LTIP Units in Welltower OP LLC and 492,745 Other Stock Units. Subject to award terms, resulting OP Units may be redeemed for Common Shares in equal quarterly installments from January 1, 2030 through December 31, 2035.
Welltower (WELL) insider activity: Co‑President and CIO Nikhil Chaudhri acquired 150 Common Shares on 05/30/2025 through the company’s Employee Stock Purchase Plan. The purchase price was
He was also granted 549,874 LTIP Units in Welltower OP LLC, which are intended as profits interests and may convert into OP Units, then be redeemable for Common Shares in equal quarterly installments from 01/01/2030 to 12/31/2035, subject to award conditions. To reserve shares solely for any such redemptions, he received 549,874 Other Stock Units under the 2022 Plan; these can deliver Common Shares only upon OP Unit redemption, with any remainder canceled for no consideration.
Welltower Inc. (WELL) reported insider activity by CEO and director Shankh Mitra. On 10/30/2025, he was granted 2,485,146 LTIP Units in Welltower OP LLC, intended to qualify as profits interests and convertible into OP Units upon tax-based allocation conditions. The resulting OP Units may be redeemed for Welltower common shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035.
He also received 2,485,146 Other Stock Units under the 2022 Long-Term Incentive Plan, solely to reserve common shares for any future OP Unit redemptions. These Other Stock Units can be used only through OP Unit redemptions, and any remaining units after all OP Units are redeemed will be canceled for no consideration.
Welltower Inc. (WELL) established a new at-the-market equity program allowing issuances and sales of common stock with an aggregate sales price of up to $7,500,000,000 through designated sales agents and forward sellers, and terminated its prior agreement dated March 28, 2025.
The company may also use forward sale agreements under which a forward purchaser (or affiliate) borrows and sells shares; Welltower will not receive proceeds from those borrowed-share sales. The company expects to physically settle individual forwards and receive per‑share cash equal to the forward price, but it may elect cash or net share settlement, which could result in owing cash or shares to the forward purchaser.
Separately, Welltower filed a resale prospectus supplement registering the offer and resale by a selling stockholder of up to 1,182,070 shares issued as acquisition consideration, and an OP unit prospectus supplement registering up to 4,542,926 shares that may be issued if holders of Welltower OP LLC Class A units redeem.
Welltower Inc. registered up to 4,542,926 shares of common stock under a prospectus supplement for issuance, from time to time, in exchange for Class A common units of Welltower OP LLC tendered for redemption. Shares will be issued only if holders present Class A Units for redemption.
Welltower will receive no cash proceeds from these issuances; it will acquire Class A Units in exchange. The company waived the one‑year holding period for these specific Class A Units and agreed to deliver common stock upon redemption, waiving its right to pay cash. WELL trades on the NYSE under “WELL”; the last reported sale price was $182.61 per share on October 27, 2025.
The filing arises from a call contribution agreement dated October 16, 2025 related to a recent property acquisition, and includes customary plan of distribution provisions. Ownership limits in the by‑laws cap any holder at 9.8% of outstanding common stock or total capital stock.
Welltower Inc. (WELL) launched an at-the-market offering of up to $7,500,000,000 of common stock under a new equity distribution agreement with multiple banks acting as sales agents and forward sellers, with optional forward sale agreements with affiliated forward purchasers. Sales may be made on the NYSE or other methods permitted by law, subject to “up to” limits and availability of authorized, unissued shares.
The company will pay sales agents a fee not to exceed 1.50% of the gross sales price per share. In forward setups, a forward seller will sell borrowed shares; Welltower will not receive proceeds from those borrowed share sales and expects to physically settle forward agreements to receive per‑share cash proceeds at the applicable forward sale price. The company may elect cash or net share settlement, which could result in cash payments or share delivery. The prior March 2025 equity distribution agreement was terminated; $5,259,398,390 of common stock had been sold under it. WELL last traded at $182.61 per share on October 27, 2025.
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